Gratus Capital’s Enterprise Products Partners EPD Stock Holding History

Gratus Capital’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-900	Closed	-$25K	–	188
2019 Q4	$25K	Hold	900	–	–	﹤0.01%	190
2019 Q3	$26K	Hold	900	–	–	﹤0.01%	176
2019 Q2	$26K	Hold	900	–	–	﹤0.01%	173
2019 Q1	$26K	Buy	+900	New	+$25.1K	﹤0.01%	174

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Gratus Capital's EPD Position: Q2 2024 in Review

Gratus Capital increased its Enterprise Products Partners (EPD) stake by 153% in Q2 2024, buying an estimated $2.12M and bringing the position to 122,230 shares worth $3.54M. The position accounts for 0.14% of the portfolio, ranked #112.

Gratus Capital first reported a position in EPD in Q4 2014 and has held it in 27 quarters since. 1,322 funds tracked by Wall St. Rank hold EPD as of Q2 2024.

Gratus Capital held 122,230 shares of Enterprise Products Partners worth $3.54M as of Q2 2024.
Gratus Capital bought 73,910 Enterprise Products Partners shares in Q2 2024, an estimated $2.12M.
Enterprise Products Partners made up 0.14% of Gratus Capital's portfolio in Q2 2024, its #112 holding.
Gratus Capital first reported a position in Enterprise Products Partners in Q4 2014 and has held it in 27 quarters since.
1,322 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.